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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1176
Red Door Wealth Management
Tennessee
$561K – – –
WB
1177
Webster Bank
Connecticut
$560K -$3.98K -25 -0.6%
MA
1178
MONECO Advisors
Connecticut
$557K +$33.3K +209 +6%
ACP
1179
Aviance Capital Partners
Florida
$556K -$63.7K -400 -9%
WWP
1180
Wise Wealth Partners
Arizona
$552K – – –
ZIG
1181
Zuckerman Investment Group
Illinois
$552K +$31.7K +199 +6%
Confluence Wealth Services
1182
Confluence Wealth Services
Pennsylvania
$551K +$157K +984 +35%
KJWM
1183
Kiley Juergens Wealth Management
Washington
$551K +$604K +3,792 New
PIA
1184
Perennial Investment Advisors
California
$550K +$4.46K +28 +0.7%
MIM
1185
MTM Investment Management
South Carolina
$549K -$7.96K -50 -1%
OFS
1186
OneAscent Financial Services
Alabama
$547K +$228K +1,429 +61%
FCCM
1187
First City Capital Management
Georgia
$546K -$71.7K -450 -11%
GWCM
1188
Godshalk Welsh Capital Management
Pennsylvania
$546K – – –
HCMT
1189
Highland Capital Management (Tennessee)
Tennessee
$546K – – –
DM
1190
Diversified Management
Wisconsin
$546K +$20.9K +131 +4%
FWA
1191
FSM Wealth Advisors
Ohio
$545K -$18.2K -114 -3%
SWA
1192
Stratos Wealth Advisors
Ohio
$542K +$637 +4 +0.1%
BWM
1193
Bosman Wealth Management
California
$538K – – –
JCM
1194
J2 Capital Management
Michigan
$538K +$115K +725 +24%
BCB
1195
Brian C. Broderick
$537K – – –
AHB
1196
Abner Herrman & Brock
New Jersey
$537K -$83.8K -526 -12%
ACG
1197
Allen Capital Group
Nebraska
$535K -$36K -226 -6%
SRC
1198
Shufro Rose & Co
New York
$535K – – –
CIA
1199
Compass Ion Advisors
Pennsylvania
$535K +$796 +5 +0.1%
BMCM
1200
Burns Matteson Capital Management
New York
$531K – – –